Add account segment

1. From the General ledger setup page of an account system, select Define Account Structure. The Account Structure page appears.

2. Select Add. The Add account segment screen appears.

3. Enter a name for the account segment. Segments represent specific information about the account. For example, you could create a segment for events or appeals.

4. In the Calculated using field, select the table to use to calculate the segment. Table entries are drawn from other records in the system, such as events.

   Note: Recalculations and adjustments may occur for your general ledger when you edit certain fields on a transaction record. For example, when the field you edit is associated with your selection in the Calculated using field, a recalculation or adjustment occurs. For information about recalculations, see Recalculation Considerations.

   Note: The account segment for “Site” refers to the site associated with the designation added to a revenue transaction. When the designation is part of a fundraising hierarchy, the GL bases the segment value on the highest level of the hierarchy with an assigned site.

5. In the Length field, enter a length. Account segments can be up to 100 characters, but keep in mind, your total account number cannot exceed 100 characters.

6. In the Separator field, select the character to use as a separator. The choices include “- Hyphen,” “, Comma,” “/ Slash,” “\ Backslash,” “; Semicolon,” “. Period,” and “<No separator.>”

7. If your organization uses The Financial Edge 7 or Financial Edge NXT, you can select Associate this segment with Project to designate this account segment as the project in The Financial Edge 7 or Financial Edge NXT. You can designate only one account segment as the project.

   Warning: You cannot designate your account code segment as the project.

8. Select Save.

   Note: If you prefer, you can manually enter a matching account structure into Blackbaud CRM instead of importing it from Financial Edge NXT.